All articles by Satarupa Bhowmik
Satarupa Bhowmik
Mariner adds $292bn in assets with Cardinal Investment Advisors deal
The integration of Cardinal will increase Mariner’s total assets under advisement to roughly $550bn.
First American Bank taps InvestCloud to enhance digital wealth platform
With InvestCloud’s tech, FAB looks to simplify digital experience by consolidating investment data, reporting, and documents.
BlackRock to trim staff headcount by nearly 1%
This decision follows the firm’s investments in growing its private-market assets and data capabilities.
Merrill Wealth Management forms advisory group to serve UHNW clients
The new group will help advisors build tailored portfolios for clients with custom asset allocation and multi-asset strategies.
EP Wealth acquires Michigan’s Executive Wealth Management
The acquisition adds around $1.6bn in AUM to EP Wealth’s books, increasing its total AUM to over $31bn.
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Singaporean asset manager Paragon gets licence for Hong Kong business
The licences allow the company to advise on securities and conduct asset management activities.
BTG Pactual to acquire Julius Baer’s Brazilian wealth unit
Julius Baer Brazil serves high and ultra-high-net-worth clients in São Paulo, Belo Horizonte, and Rio de Janeiro.
Blue Owl Capital appoints Japan private wealth head
Nakamura, based in Owl’s Blue Tokyo office, will report to Johann Santer, managing director and head of APAC private wealth.
Mesirow buys private credit manager Bastion Management
Bastion, established in 2013, is a private credit manager that specialises in asset-backed specialty finance.
MAI Capital Management acquires Garrison Asset Management
Bradley and Bell, formerly president and vice president at Garrison, will join MAI as senior portfolio managers.